Frequently Asked Questions

Why not take a look through some of our most frequently asked questions. If the answer you are looking for is not currently displayed, feel free to contact us, we are always here to assist you with any question you may have.

General Queries

What is CRM Software?

Customer Relationship Management Software is a highly scalable software solution designed to increase workforce productivity and help businesses grow. CRM provides tools to; capture contact and lead information, manage the sales process and provide workflow automation. It also keeps your customers' data organised and gives you a complete view of the sales process.

I am a small business owner with 5 employees, is CRM something I can benefit from?

Absolutely, CRM will benefit any business, no matter the size. Getting the correct CRM is a huge factor towards achieving a more engaging and productive workforce.

I want to learn more about CRM, where do I get started?

Great! You can either request a call back from one of our experienced consultants or book yourself in for a free online demonstration.

Why choose Agovo?

With over 40 years of combined experience in CRM, Agovo provides a professional and reliable service to every customer we meet. We understand that implementing a CRM system can sometimes appear quite a daunting process; that’s why we will be with you every step of the way to make sure your CRM project is a complete success. From general customer support to complex bespoke system creation, Agovo are here to help.

How do I get in touch?

If you have any product related queries or just generally want to talk to us about CRM then no problem, you can give us a call on 01932 264626 or email us at info@agovo.co.uk. We look forward to hearing from you.

Will CRM scale with me as my business grows?

Yes, our CRM solutions will easily scale up as your business grows. You can add users and functionality as and when you need it.

Is it possible to import data from another CRM?

Yes, data migration is something the Agovo team specialise in. We will help you move all of your data from your old system into your new one. We have some great tools and techniques to help you in the process of data cleansing.

Bpm'online Questions

What size of business is bpm'online suitable for?

Bpm'online has a range of different editions to suit any size business. From growing SME's to large corporates, bpm'online will be sure to meet your businesses requirements.

Does bpm’online allow for cloud or on-site implementations?

Both, bpm’online can be implemented as either a cloud based solution or an on-site deployment. Agovo will work with you to deliver the solution based on your preferences.

Can I link documents to records in bpm'online?

Yes, simply drag and drop documents to almost any section or alternatively, you can link to documents stored in external locations e.g. BOX, DropBox, GoogleDocs and OneDrive

Can I link my email to bpm'online?

Yes, you will be able to synchronise your email with bpm'online. We can support a variety of different email providers.

Can I access bpm'online from my Mobile device?

Absolutely, the application is available on all Windows, Anroid and Apple devices, just download the app from the appropriate store or access it using your device's browser.

Is the reporting functionality available within every section of bpm'online?

Yes, you will be able to create as many different dashboards as you like within any section of bpm'online, it's really easy to do. Any information that you input into bpm'online can be displayed as a visually appealing dynamic dashboard to suit whatever information you desire.

Furthermore, there are no limits to the amount of dashboards you can create, giving users and management the perfect place to view all of your business KPIs and targets.